Axim Planning & Wealth ETF holdings
Springboro, OH
Reported $20.8M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$20.8M
ETFs held
43
Change from prior quarter
+0.6%
With price moves
ETFs as a share of its 13F
29.4%
of $70.8M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $2.2M | 24,316 | −1,005 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.1M | 6,016 | −785 shares |
| GROZ | Zacks Focus Growth ETF | $1.1M | 34,897 | +2,074 shares |
| SMIZ | Zacks Small/Mid Cap ETF | $933K | 20,917 | −953 shares |
| BTAL | AGF U.S. Market Neutral Anti-Beta Fund | $854K | 76,602 | +894 shares |
| BSJR | Invesco BulletShares 2027 High Yield Corporate Bond ETF | $700K | 31,328 | −1,248 shares |
| BSJQ | Invesco BulletShares 2026 High Yield Corporate Bond ETF | $699K | 30,440 | −126 shares |
| BSJT | Invesco BulletShares 2029 High Yield Corporate Bond ETF | $688K | 32,565 | −1,230 shares |
| BSJU | Invesco Bulletshares 2030 High Yield Corporate Bond ETF | $685K | 26,541 | −573 shares |
| BSJS | Invesco BulletShares 2028 High Yield Corporate Bond ETF | $679K | 31,220 | −1,522 shares |
33 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001950607. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Axim Planning & Wealth own?
Axim Planning & Wealth reported 43 ETF positions worth $20.8M in its Form 13F for June 30, 2026. The largest was BIL, at $2.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.